Q1 2026 Inventory Enhancement Reference Guide

How to Use This Page

Start with the Quick Reference for the most common tasks and definitions.
Follow the Step-by-Step Workflows when performing inventory updates.

Quick Reference

Topic	What You Need to Know	Where to Take Action
Removed “View by Item” screen	To streamline user experience and to reduce confusion.	View>inventory>Supplier Visibility
Renamed “Suppliers” to “Supplier Visibility”.	To help users distinguish this section as the page to administer which suppliers are available to which locations.	View>Inventory>Supplier Visibility
Updated Inventory Periods modal with per-row Close/Re-open controls.	Provides improved visibility into period statuses and reduces the number of repetitive steps required by users.	View>inventory>view by location>select location > period maintenance menu
Option to show on-hand amounts on count sheet when initiating transfers	Enhancement allows user to view the on hand amounts while initiating transfers in the same screen.	Transfer window > Projected columns (on Count Sheet)
Moved inventory period selection to Count Sheet initialization	Streamline the user experience and allow users to clearly define what period and effective date they were entering a count for.	View>inventory> view by location > choose the applicable location/storage location/ item scope >Enter Inventory drop down
Added ability to rename specific inventory column headers as well as regrouped the label customization section.	Users will be able to rename the count columns as they need	File>corp settings> preferences tab >Inventory Section
Added Inventory Admin Flag	Added administrative guardrails so that the system prevents invalid or conflicting configurations, ensuring accurate inventory setup and reducing the chance of user error.	View>acct setup>users

Step-by-Step Workflows

1) Removed: View by Item (Use View by Location Instead)

View>Inventory
Previous table drop down

Current Table drop down

2) Open Supplier Visibility (renamed from Suppliers)

Go to View > Inventory > Supplier Visibility.

3) Close or Re‑open an Inventory Period (Per‑Row Controls)

Go to View > Inventory > View by location and select a location.
Open the period maintenance menu from the Inventory Periods modal.
Use the per‑row controls to Close or Re‑open the desired period.

4) Show On‑Hand Amounts While Initiating a Transfer

View>inventory> view by location > choose the applicable location/storage location/ item scope

User must then click Enter Inventory drop down> click Transfer to start Transfer action> Select Transfer In/Transfer Out > Fill in the needed info:
Once information is filled in > click continue
User will be brought into the transfer window and will need to follow the instructions:
Once user has filled in the needed information > user will be able view the new projected on hand amounts within the count sheet.